Northwoods Wealth Management

Fixed/Hourly

Northwoods Wealth Management provides comprehensive financial advice and planning to individuals, businesses, and corporations. Services include tax planning, insurance planning, retirement planning, and estate planning. Recommendations are tailored to each client's situation, and clients are not required to implement them through the firm. Adam Maguire is also a registered representative with LPL Financial and may earn commissions for securities sales and insurance products.

Assets Under Management$6M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$6M

Fee Structure

  • Written financial plans — range from $200 to $2,600 depending on complexity, with half due in advance and the remainder upon delivery within six months.
One-Time Plan:$200 - $2,600
Hourly Rate:Up to $225/hr
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Location

1 Advisors at this firm

Northwoods Wealth Management | TrueAdvisor